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210: Ideas to Implement -- The Client Experience Cheat Code
Manage episode 430682409 series 3460679
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code
-------------------------------------------------
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Episodes mentioned:
#93: 7 Processes Every Advisory Business Needs
Get Your Seda France Candle Here
Grab Your AI Notetaking Free Trial and 10% Discount Here
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Bab
1. 210: Ideas to Implement -- The Client Experience Cheat Code (00:00:00)
2. Client Experience & Group Coaching Program (00:00:01)
3. Systems of Scale Testimonial (00:09:28)
262 episod
210: Ideas to Implement -- The Client Experience Cheat Code
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 430682409 series 3460679
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: The Client Experience Cheat Code
-------------------------------------------------
LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching Program Here
Episodes mentioned:
#93: 7 Processes Every Advisory Business Needs
Get Your Seda France Candle Here
Grab Your AI Notetaking Free Trial and 10% Discount Here
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Bab
1. 210: Ideas to Implement -- The Client Experience Cheat Code (00:00:00)
2. Client Experience & Group Coaching Program (00:00:01)
3. Systems of Scale Testimonial (00:09:28)
262 episod
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